AA Financial Advisors’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
29,691
+376
| +1% | +$8.26K | 0.14% | 92 |
|
|
2025
Q1 | $650K | Hold |
29,315
| – | – | 0.16% | 87 |
|
|
2024
Q4 | $642K | Buy |
29,315
+340
| +1% | +$7.44K | 0.17% | 87 |
|
|
2024
Q3 | $607K | Sell |
28,975
-471
| -2% | -$9.86K | 0.18% | 89 |
|
|
2024
Q2 | $614K | Buy |
29,446
+14,091
| +92% | +$294K | 0.22% | 85 |
|
|
2024
Q1 | $320K | Hold |
15,355
| – | – | 0.13% | 117 |
|
|
2023
Q4 | $308K | Buy |
+15,355
| New | +$308K | 0.2% | 46 |
|